Privacy Policy
Date Last Updated: September 18, 2025
Beau Morgan Advisors
IARD# 336355
Beau Morgan Advisors (“Beau Morgan Advisors”) is an investment advisory firm registered with the SEC that provides investment advisory services and operates www.beaumorgan.com, which describes our services.
This document is intended to inform prospective clients and website visitors of our policies concerning the collection, use, sharing, and disclosure of Personal Information of anyone using our services.
By using our services, you agree to the collection and use of information by the terms of this policy. The Personal Information collected by the firm is used to assist Beau Morgan Advisors in providing investment advisory services. The firm will not use or share your information with anyone except as described in this Privacy Policy.
When you are no longer our client, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
The terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, which are accessible at www.beaumorgan.com unless otherwise defined in this Privacy Policy.
Beau Morgan Advisors deploys appropriate computer safeguards and secures all files and buildings to protect your personal information from unauthorized access and use.
Information Collection and Use
Beau Morgan Advisors may require you to provide the firm with certain personally identifiable information, including, but not limited to, your name, phone number, and postal address. This information is used to contact or identify you.
For business purposes— such as to process your transactions, maintain your account(s), or respond to court orders and legal investigations, the firm may collect, track, and share.
Social Security numbers, Tax IDs, income, account balances, and credit information. The federal government and some states allow you to limit this collection and sharing. Such limits may prevent us from providing the necessary services. For more information, or to limit
information sharing, contact us at the phone number or email address listed below for more information.
Log Data
When you visit our company website, the firm will collect information that your browser sends to us called Log Data. This Log Data may include information such as your computer’s Internet Protocol (IP) address, browser version, pages of our Service that you visit, the time and date of your visit, the time spent on those pages, and other statistics.
Cookies
Cookies are files with a small amount of data that are commonly used as a unique, anonymous identifier. These are sent to your browser from the website you visit and stored on your computer’s hard drive.
Beau Morgan Advisors’ website uses these “cookies” to collect information and to improve our Service. You have the option to either accept or refuse these cookies and know when a cookie is being sent to your computer. If you choose to refuse these cookies, you may not be able to use some portions of the firm’s website services.
Third Parties
Beau Morgan Advisors may share information with third-party companies and individuals due to the following reasons:
- To facilitate our investment advisory services
- To provide the investment advisory services on our behalf
- To perform operational-related services
- To assist us in analyzing how our investment advisory services are used
Pursuant to law, rules, regulations, standard security industry practices in connection with a subpoena, discovery request, or other legal/regulatory process compelling the sharing of information.
These third parties will have access to your Personal Information to perform the tasks assigned to them on our behalf. They are not allowed to disclose or use the information for any other purpose.
Use of Artificial Intelligence
We may utilize artificial intelligence (AI) technologies to support and enhance our business operations, including but not limited to client communication, document analysis, compliance monitoring, and internal process automation. These tools are employed to improve service quality, efficiency, and regulatory compliance.
AI systems used by our firm do not replace human oversight and are subject to rigorous confidentiality and security protocols to safeguard client data. We do not use AI to make autonomous investment decisions or to share personal information with third parties without your consent, except as permitted or required by law.
We remain committed to transparency, data privacy, and compliance with all applicable laws and regulations governing the advisory industry.
Links to Other Sites
Our website may contain links to other sites that we do not operate. If you click on a third-party link, you will be directed to that site. Beau Morgan Advisors strongly advises you to review the Privacy Policy of these websites, as we have no control over and assume no
responsibility for the content, privacy policies, or practices of any third-party sites or services.